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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,655 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,809 | $86,897+174.8% | $151,611+57.5% | $64,808+268.5% |
| Participation rate | 97.3% | 87.3%+10.1pp | 87.5%+9.9pp | 71.5%+25.9pp |
| Annual return | -19.14% | -3.57%-15.6pp | 3.33%-22.5pp | 32.82%-52.0pp |
| Employer contribution / active EE | $9,650 | $4,010+140.6% | $6,166+56.5% | $2,506+285.1% |
| Participant deferral / active EE | $20,478 | $6,690+206.1% | $8,363+144.9% | $4,310+375.1% |
| Admin fee / account holder | $5 | $153-96.9% | $11,616-100.0% | $188-97.5% |